HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
February 2026
HNW Monthly Performance – January 2026
In January, the HNW Australian Equity Portfolio gained +0.37%, trailing the benchmark return of 1.8%. Equity markets in January were driven by macroeconomic noise, which drowned out the few company-specific updates. Investors [...]
Reporting Season – Amcor CDI
Amcor (AMC). This morning, the world's largest consumer packaging company announced its results for the first half of 2026, which is the first full half of operations post the Berry Merger. [...]
January 2026
HNW Monthly Performance – December 2025
In December, the HNW Australian Equity Portfolio gained by +0.96% slightly trailing its benchmark ASX200TR (ex LPT) return of 1.25%. December turned out to be a quieter month, with minimal corporate news. [...]
December 2025
HNW Monthly Performance – November 2025
Overall, a pleasing month for the HNW Portfolios in a relative sense, with both portfolios demonstrating expected defensive characteristics in a volatile month. November was the weakest month of 2025 [...]
November 2025
Portfolio Update – Dyno Nobel Ltd
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their full-year 2025 results, which provided few surprises as the profit result was pre-released. Overall, a solid [...]
Reporting Season – ANZ Bank
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big four banks to report [...]
